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Liability-Driven Investing

The Global Liability Driven Investment Solutions Group’s services are designed to provide institutional clients with best-in-class solutions from standard long duration index based mandates to high customized liability-driven strategies.

Where we are managing standard index based mandates our philosophy focuses on trying to maximize alpha with the least amount of risk. When trying to mimic a liability in a custom liability-driven strategy, our philosophy focuses on minimizing any deviation away from the strategic liability hedging benchmark.

Our philosophy includes both top-down and bottom-up investment styles. Each of these styles will vary depending on client requirements and market cycles and it also will depend on the portfolio manager’s view on markets and individual security valuations and opportunities.
 


Investment strategies include:

  • Customized Portfolios
  • Long Credit
  • Long Duration
  • Long Government Credit
  • Long Duration Plus

years with
J.P. Morgan
years
Experience